Legal Accounting

Simplified

Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs.

  • Avoid duplicate data entry with online banking and legal software integrations
  • Effortlessly move funds from trust account to operating account
  • Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account

Manage your trust account to ensure compliance with your state bar

  • Track all activity for your firm’s trust account(s)

  • Automatically maintains client ledgers when recording activity to your trust account

  • Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar

  • Three-Way Trust Reconciliations that are automatically generated with each reconciliation

Easy and intuitive workflows

  • Record your accounting activity through simple steps designed for the non-accountant.

  • Eliminate that overwhelmed feeling when using accounting software or spreadsheets that are not designed for a law firm.

Track all activity at the client level for better insight

  • All trust activity gets automatically associated with a client so you always have up to date client trust ledgers

  • Ability to track any activity associated with the firm operating accounts with clients so you know exactly how much income or costs for each client

  • Easy view of your client that gives you instant snapshots into the trust and operating activity

Save time with integrations built for law firms

  • Import all your bank activity for easy recording

  • Integrate with the leading legal technology apps like LawPay and Clio

View the software that is simplifying the way
law firms do legal accounting.

“Sleek, Efficient, and Reasonably Priced”

Sleek, Efficient, and Reasonably Priced

TrustBooks meets the needs of my growing solo practice. Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced.

Robert Herron III
Robert Heron Law, P. C.

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